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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,588 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 1,001 increasing their positions, 962 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+132
Holders Change %
+5.37%
% of All Funds
41.76%
Holding in Top 10
75
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-33.63%
% of All Funds
1.21%
New
263
Increased
1,001
Reduced
962
Closed
86
Calls
$2.26B
Puts
$1.82B
Net Calls
+$440M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$420M
2
AWA
Arete Wealth Advisors
Illinois
+$282M
3
Boston Partners
Boston Partners
Massachusetts
+$261M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$219M
5
Citadel Advisors
Citadel Advisors
Florida
+$206M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.76B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$776M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$629M
4
Franklin Resources
Franklin Resources
California
-$429M
5
Bank of America
Bank of America
North Carolina
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBRC
1301
D.B. Root & Company
Pennsylvania
$1.26M +$27.6K +384 +2%
WAM
1302
WealthTrust Asset Management
Florida
$1.26M -$150K -2,089 -11%
PEA
1303
Park Edge Advisors
Ohio
$1.26M +$1.26M +17,511 New
WP
1304
WMS Partners
Maryland
$1.26M -$341K -4,746 -21%
ICG
1305
InterOcean Capital Group
Tennessee
$1.26M +$1.8K +25 +0.1%
EHC
1306
Everett Harris & Co
California
$1.25M – – –
UBG
1307
United Bank (Georgia)
Georgia
$1.25M -$26.1K -363 -2%
JWM
1308
Jeppson Wealth Management
California
$1.23M -$3.6K -50 -0.3%
TPW
1309
Transatlantique Private Wealth
New York
$1.22M +$4.68K +65 +0.4%
SIC
1310
Samalin Investment Counsel
New York
$1.22M -$26K -362 -2%
MHIC
1311
Marble Harbor Investment Counsel
Massachusetts
$1.22M +$85.4K +1,187 +8%
MAM
1312
Morse Asset Management
Connecticut
$1.22M -$7.19K -100 -0.6%
OFG
1313
OmniStar Financial Group
North Carolina
$1.22M +$33.7K +468 +3%
GRP
1314
Global Retirement Partners
California
$1.21M +$73.6K +1,023 +6%
Massachusetts Financial Services
1315
Massachusetts Financial Services
Massachusetts
$1.21M +$911K +12,661 +307%
FAIM
1316
Financial Advocates Investment Management
Washington
$1.21M +$80.6K +1,111 +7%
AIM
1317
Athena Investment Management
California
$1.21M +$8.99K +125 +0.8%
ACI
1318
Alpha Cubed Investments
California
$1.2M +$50.4K +700 +4%
SOAMC
1319
Spirit of America Management Corp
New York
$1.2M – – –
MCA
1320
MSH Capital Advisors
Arizona
$1.2M -$998K -13,866 -45%
MAM
1321
Mystic Asset Management
Rhode Island
$1.2M – – –
NW
1322
NewEdge Wealth
Pennsylvania
$1.2M +$109K +1,515 +10%
IA
1323
IAM Advisory
Pennsylvania
$1.2M +$58.6K +814 +5%
FFBTD
1324
First Financial Bank - Trust Division
Ohio
$1.19M +$102K +1,419 +9%
SFWA
1325
Summit Financial Wealth Advisors
Louisiana
$1.19M +$68.5K +952 +6%
51 52
53
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